13F HOLDINGS REPORT
Corvex Management LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001011438-25-000319
Total Value
$2.64B
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SOUTHWEST GAS HLDGS INC | SWX | 4,769,098 | $342.4M | 12.96% |
| 2 | ILLUMINA INC | ILMN | 3,829,608 | $303.8M | 11.50% |
| 3 | DOLLAR TREE INC | DLTR | 3,210,753 | $241.0M | 9.12% |
| 4 | GENEDX HOLDINGS CORP | WGSWW | 2,473,781 | $219.1M | 8.29% |
| 5 | MGM RESORTS INTERNATIONAL | MGM | 5,687,478 | $168.6M | 6.38% |
| 6 | VESTIS CORPORATION | VSTS | 17,007,877 | $168.4M | 6.37% |
| 7 | IAC INC | IAC | 2,410,370 | $110.7M | 4.19% |
| 8 | AMAZON COM INC | AMZN | 565,029 | $107.5M | 4.07% |
| 9 | ALPHABET INC | GOOG | 643,209 | $99.5M | 3.76% |
| 10 | MDU RES GROUP INC | 552690109 | 5,871,758 | $99.3M | 3.76% |
| 11 | COCA-COLA FEMSA SAB DE CV | COCSF | 998,713 | $91.2M | 3.45% |
| 12 | SEMPRA | SREA | 1,056,110 | $75.4M | 2.85% |
| 13 | NORFOLK SOUTHN CORP | 655844108 | 297,431 | $70.4M | 2.67% |
| 14 | LIBERTY MEDIA CORP DEL | FWONB | 1,021,144 | $68.7M | 2.60% |
| 15 | MICROSOFT CORP | MSFT | 173,661 | $65.2M | 2.47% |
| 16 | UGI CORP NEW | 902681105 | 1,960,815 | $64.8M | 2.45% |
| 17 | CSX CORP | CSX | 1,753,068 | $51.6M | 1.95% |
| 18 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 310,354 | $51.5M | 1.95% |
| 19 | ISHARES TR | 464287655 | 250,000 | $49.9M | 1.89% |
| 20 | HEIDRICK & STRUGGLES INTL IN | 422819102 | 1,002,462 | $42.9M | 1.62% |
| 21 | FORTREA HLDGS INC | FTRE | 4,474,898 | $33.8M | 1.28% |
| 22 | CHENIERE ENERGY INC | LNG | 140,400 | $32.5M | 1.23% |
| 23 | ALGONQUIN PWR UTILS CORP | 015857105 | 5,683,855 | $29.2M | 1.11% |
| 24 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 2,618,000 | $21.1M | 0.80% |
| 25 | PALANTIR TECHNOLOGIES INC | PLTR | 200,000 | $16.9M | 0.64% |
| 26 | ISHARES BITCOIN TRUST ETF | IBIT | 196,750 | $9.2M | 0.35% |
| 27 | NVIDIA CORPORATION | NVDA | 16,250 | $1.8M | 0.07% |
| 28 | ISHARES TR | 464287655 | 7,500 | $1.5M | 0.06% |
| 29 | META PLATFORMS INC | META | 2,400 | $1.4M | 0.05% |
| 30 | ARDAGH METAL PACKAGING S A | AMPWF | 398,835 | $1.2M | 0.05% |
| 31 | LIBERTY MEDIA CORP DEL | FWONB | 16,643 | $1.1M | 0.04% |
| 32 | TESLA INC | TSLA | 2,850 | $738,606 | 0.03% |
| 33 | STANDARD BIOTOOLS INC | LAB | 44,400 | $47,952 | 0.00% |
| 34 | FLYEXCLUSIVE INC | FLYX-WT | 200,832 | $20,083 | 0.00% |